VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,083,523 | -2.4% | 26,281 | +2.0% | 1.69% | +0.8% |
| Q2 2023 | $4,185,587 | +6.3% | 25,769 | +0.8% | 1.67% | +6.7% |
| Q1 2023 | $3,936,274 | +2.4% | 25,559 | +1.0% | 1.57% | -2.4% |
| Q4 2022 | $3,843,292 | +6.7% | 25,310 | +0.8% | 1.61% | +4.6% |
| Q3 2022 | $3,601,000 | 0.0% | 25,098 | 0.0% | 1.54% | 0.0% |
| Q2 2022 | $3,601,000 | -9.8% | 25,098 | +1.9% | 1.54% | +2.9% |
| Q1 2022 | $3,993,000 | -11.0% | 24,621 | -5.8% | 1.49% | -10.9% |
| Q4 2021 | $4,488,000 | +0.7% | 26,129 | -10.0% | 1.68% | +0.6% |
| Q3 2021 | $4,459,000 | -3.4% | 29,032 | -2.6% | 1.66% | -0.8% |
| Q2 2021 | $4,615,000 | +20.6% | 29,814 | +14.6% | 1.68% | +7.6% |
| Q1 2021 | $3,828,000 | +6.8% | 26,026 | +2.5% | 1.56% | -0.6% |
| Q4 2020 | $3,584,000 | +13.7% | 25,388 | +3.6% | 1.57% | -3.0% |
| Q3 2020 | $3,152,000 | +9.3% | 24,502 | -0.4% | 1.62% | -1.0% |
| Q2 2020 | $2,884,000 | +22.8% | 24,611 | +8.4% | 1.63% | +0.2% |
| Q1 2020 | $2,348,000 | +3457.6% | 22,709 | +3716.6% | 1.63% | +3783.3% |
| Q1 2019 | $66,000 | +13.8% | 595 | 0.0% | 0.04% | -4.5% |
| Q4 2018 | $58,000 | – | 595 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Capital Management Ltd | 432,829 | $49,845,000 | 28.32% |
| Stuart Chaussee & Associates, Inc. | 330,025 | $38,006,000 | 23.53% |
| DERBY & COMPANY, INC | 343,737 | $39,585,000 | 20.05% |
| Mercer Investments LLC | 6,319 | $727,731,000 | 15.38% |
| VPR Management LLC | 340,185 | $39,176,000 | 14.78% |
| Zions Bancorporation, N.A. | 851,683 | $98,080,000 | 14.36% |
| Berkshire Money Management, Inc. | 575,389 | $66,262,000 | 14.01% |
| Homrich & Berg | 2,278,929 | $262,442,000 | 13.88% |
| E&G Advisors, LP | 252,390 | $29,065,000 | 12.40% |
| FundX Investment Group, LLC | 245,779 | $28,304,000 | 11.70% |